Lean Techniques Inc 401k Plan — Form 5500 plan (Lean Techniques, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lean Techniques Inc 401k Plan is a benefit plan reported by Lean Techniques, Inc. under EIN 38-3836804 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $8,302,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lean Techniques, Inc.
- EIN
- 38-3836804
- Plan number
- 001
- Plan type
- 2
- Location
- Johnston, IA
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $8,302,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20240711110518NAL0032743202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,302,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,302,070
- Net assets (BOY)
- $5,514,094
Income & contributions
- Employer contributions
- $405,735
- Participant contributions
- $1,237,700
- Total contributions
- $2,166,523
- Total income / additions
- $3,310,927
Expenses & distributions
- Benefits paid
- $495,055
- Administrative expenses
- $27,896
- Total expenses
- $522,951
- Net increase / (decrease)
- $2,787,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY | $15,677 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $7,696 | $0 | 2023 |
| The Finway Group | RECORDKEEPR | $3,190 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $1,334 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lean Techniques, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Johnston, IA
- Edward D Jones & Company — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- The Finway Group — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation